AMU Summit: China nears production cap, but increases can still happen
China is bumping up against its official primary production capacity limit of 45.3 million metric tons/year, but production can still increase through “capacity creep.”
China is bumping up against its official primary production capacity limit of 45.3 million metric tons/year, but production can still increase through “capacity creep.”
“It's going to take some time to get back to the table."
Bridgnorth Aluminium is expanding beyond the lithographic sheet business it has traditionally been associated with in the US as Lotte, energy storage and data centers open new markets for its thin-gauge products.
Vedanta Aluminium has opened its Metal Bazaar digital sales platform to international buyers, extending online aluminum ordering beyond India.
Canadian aluminum exports to the US have continued to drop since the tariff rate increased to 25% in March 2025, with a growing share shipping off to Europe and Mexico. The tariff rate has since spiked to 50%.
Recycler demand rebounded in August as obsolete scrap availability narrowed, inventory drawdowns persisted and forward oversupply expectations disappeared.
August survey results showed stronger demand alongside shorter measured lead times, while imports became more competitive and forward expectations moved toward balance.
Commerce opened circumvention inquiries into disposable aluminum container imports from Malaysia and Indonesia while earlier Vietnam and Thailand cases continue toward final determinations.
Commerce issued preliminary antidumping duty determinations on Mexican and Canadian van-type trailer imports, with Mexico receiving higher preliminary margins.
The project is expected to break ground later this year.